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Name Holding Trade Value Shares
Change
Change in
Stake
SVWAG
1151
Sound View Wealth Advisors Group
Georgia
$406K +$383 +1 +0.1%
BWL
1152
Bogart Wealth LLC
Virginia
$406K +$361K +941 +4,705%
DWM
1153
Destination Wealth Management
California
$404K +$87K +227 +31%
APW
1154
Austin Private Wealth
Texas
$403K -$20.7K -54 -5%
HWA
1155
Heartwood Wealth Advisors
Virginia
$402K
SI
1156
Saxon Interests
Texas
$402K +$7.28K +19 +2%
NCM
1157
Neumann Capital Management
California
$401K
LSPW
1158
Lake Street Private Wealth
Illinois
$399K -$40.3K -105 -10%
SG Americas Securities
1159
SG Americas Securities
New York
$398K -$4.99M -13,013 -93%
KBFS
1160
Kohmann Bosshard Financial Services
Ohio
$397K
TW
1161
TritonPoint Wealth
Maryland
$397K +$5.75K +15 +2%
CA
1162
Cortland Associates
Missouri
$395K +$1.53K +4 +0.4%
CIC
1163
Cutler Investment Counsel
Oregon
$394K -$9.2K -24 -3%
TCM
1164
Twin Capital Management
Pennsylvania
$394K
RA
1165
Ransom Advisory
Rhode Island
$393K +$17.3K +45 +5%
MFC
1166
Morris Financial Concepts
South Carolina
$392K
ZF
1167
Zhang Financial
Michigan
$388K
PWG
1168
Portside Wealth Group
Utah
$386K -$28.8K -75 -8%
CAM
1169
Cidel Asset Management
Ontario, Canada
$386K -$25.3K -66 -7%
BTI
1170
Blue Trust Inc
Georgia
$386K +$79K +206 +29%
ET
1171
Equitable Trust
Tennessee
$386K +$42.2K +110 +14%
KWS
1172
Keystone Wealth Services
California
$385K -$5.75K -15 -2%
HCM
1173
Howland Capital Management
Massachusetts
$384K
PCG
1174
Prosperity Consulting Group
Maryland
$384K +$30.7K +80 +10%
LSA
1175
Leonteq Securities AG
Switzerland
$382K -$456K -1,190 -57%